La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
We have many scripts and calls that can have a number of outcomes. I would like to be able to click on the appropriate scenario during the call to take me to the next playbook that follows my script. Otherwise I feel like the playbook is lengthy.
I would like to add almost if/then branching for different routes the conversation/task can go.
I have also recently learned that if I am in a company record and my playbook has a ticket or deal property in the playbook, I cannot update that property until I am actually in the object the property is in. I would love the option to choose the deal/ticket/company/contact that I want to update as I am completing the playbook to avoid having to go to multiple places to complete it.
We would also love this. It would be great to have a "choose you own adventure" setup. With if/then branches and jumps to other playbooks. This would be tremendously powerful for standardizing practices as well as ripe for automation opportunities.
Branching would be better but this is better than nothing.
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